Deprecated for Dynamics CRM 2016 and Dynamics 365 v9!

Working on Contact customizations I encounter that the customer does not want to allow the users to click the button New, and only the System Administrators have the capability to Create new records.

The business need was that the integration application will bring the new records from an external application and the users will be able to read and append information, but not to create, I also created a Security Role for that but researching I found that also can be done in client side.

 

// Hide a Ribbon Button
var btnNewRecord = top.document.getElementById("incident|NoRelationship|Form|Mscrm.Form.incident.NewRecord");
btnNewRecord.style.display = 'none';

 

The 3rd option was to create a copy of the form an only allow the System Administrators to have access to the New button.

So there are many different ways for a solution, it depends what is the best for your business request.

 

 

Abe

CRMBuzz

I just started working with a new customer and we already have some interesting challenges, some of the bulk import data, have most of the Contact Entity records empty except with on field that was an representation from other system called the Customer Number.

Well when CRM displays the Contact information is really nothing, just have the 5000+ records count and nothing on the screen, well I fixed that adding the Customer Number to the Views, but then another issue, in a relation with other entity the Contact relays in the Full name to display as part of the Lookup field, but there is no Full name on the record and can’t be clicked to take you back to the Contact record.

The solution is to have client side code that will run on the Onload event of the form, get the current Lookup information, make a request to get the Contact record information using oData, and reassign the Lookup Name value with other field on the Contact Entity.

The following is the code used to accomplish the solution on the related entity. You need to add the function “changeCustomerLookup()” to the form onload event.
Also you will need the following Files to be included in your form libraries:

•  abe_jason2.js

Download

• abe_SDK.REST.js

Download

• abe_SDK.JQuery.js

Download

 

function changeCustomerLookUp() {

var ExistingContact = Xrm.Page.data.entity.attributes.get("abe_contact");
    if (ExistingContact.getValue() != null) {
        var ExistingGUID = ExistingContact.getValue()[0].id;
        var _ToEntity = "Contact";
        SDK.REST.retrieveRecord(ExistingGUID, _ToEntity, "*", null,
        function (result) {
            if (result.LastName == null) {

                var ExistingName = result.abe_customernumber;


     SetLookupValue("abe_contact", ExistingGUID, ExistingName, "contact");

            }

        }, function (error) { alert('Contact Error:' + error.message) });


    }
}

function SetLookupValue(fieldName, id, name, entityType) {
    if (fieldName != null) {
        var lookupValue = new Array();
        lookupValue[0] = new Object();
        lookupValue[0].id = id;
        lookupValue[0].name = name;
        lookupValue[0].entityType = entityType;
        Xrm.Page.getAttribute(fieldName).setValue(lookupValue);
    }
}

Downlod the Client side code here: abe_LookupEdit.js Download

enjoy the code, please leave your comments and recomendations

 

Abe Saldana

CRMBuzz.